Cassaday & Co Wealth Management LLC's ownership history for IVV

Cassaday & Co Wealth Management LLC currently holds 8.6K shares with a market value of $5.9M. It started holding IVV on 2024-09-30. At its peak, it held 8.6K shares on 2025-12-31. Its highest holding value was $5.9M on 2025-12-31. At its lowest, it held 7.6K shares on 2024-09-30, with a value of $4.4M on 2024-09-30. In the recent 180 days, Cassaday & Co Wealth Management LLC has increased its shares by 344. In the recent year, Cassaday & Co Wealth Management LLC has increased its shares by 260.